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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,649 | $51,642-25.2% | $129,384-70.1% | $80,935-52.2% |
| Participation rate | 38.7% | 56.9%-18.2pp | 69.6%-30.9pp | 67.7%-29.0pp |
| Annual return | 12.51% | 20.78%-8.3pp | 9461.77%-9449.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,092 | $1,583-31.0% | $4,153-73.7% | $2,757-60.4% |
| Participant deferral / active EE | $1,177 | $2,670-55.9% | $4,166-71.7% | $4,299-72.6% |
| Admin fee / account holder | $668 | $4,312-84.5% | $7,686-91.3% | $6,924-90.4% |